Redtail CRM
Welcome to our official Redtail CRM feedback forum!
Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!
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2261 results found
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Workflow or Activity List Filters
Add a box to filter on any activity list or workflow task list by any keyword that could just be typed in.
4 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Updating family section
While originally looking for a way to put a custom alert on someone's record so that when anyone lands on them it reminds them of something? For example for couples getting divorced or people with active POAs. Understanding that you don't have that feature and being told to use the important information section. I think an easier fix that could be very helpful would be if you could update the "family" section to say separating/divorcing/caring for/POA of/ or a field that could be typed in to one of those options it could be more obvious.
4 votes -
Removing clutter and organizing notes vs. calling/scheduling notes
Having come from sales force and being used to that system I need help creating a separate section, other than notes, that strictly tracks calls made and notes related to the call. it becomes very cluttered to have all notes and communication on the main page for the client.
4 votes -
Opportunity Templates
It would be really helpful to have Opportunity Templates that can be linked to specific workflows and that allow us to set up percentages for commission structures. For example, we frequently do annuity applications for a specific product company - if we could set up an opportunity template that included a templated commission percentage and automatically kicked off linked workflow template for the paperwork, that would make the opportunities section a lot more useful and would drive advisors to be more proactive about finishing paperwork because they can see a visual representation of how much money is on the table…
4 votes -
For workflow items, please allow mass change to workflow owner
For workflow items, please allow mass change to workflow owner
4 votes -
Workflow Roles
We are reworking our Workflows and have multiple advisors and multiple support staff. We would like to be able to have one workflow that we use for each person and support person but it seems that we need a copy of each workflow per advisor and then per support person. There is an option to use roles to assign people when creating a workflow but that is not functional right now and roles are limited to advisors and not support people. If there is another way to limit the workflows by advisor and support staff, we are open to it…
4 votes -
Client Review
The current setup with 'First' and 'Next' review dates works well, but it would be even more helpful to also have a 'Last Review Date' field. Ideally, we’d like the ability to run a report showing the full history of past review dates for each client.
4 votes -
RMD -Beneficiary IRA at any age
The RMD report needs to be able to adjust for Beneficiary IRA at any age. There should be a field for this in the report. You should not have to go hunting for these accounts. Any one who holds this account has to take an RMD so it should pull into the report. An adjustment needs to be made in Redtail to show these accounts when running this report. OR a field in the filters so you can adjust the report yourself.
4 votes -
Broad
Is there a way to have a short delay in broadcast email queque in case you have to cancel a broadcast email? Last week a duplicate email was sent out under advisor and admin names. I wanted to cancel the one sent out under me - but the details did not show as to who sent which one. I was also told that once an email goes out it cannot be cancelled. It would have helped a lot of fallout. PLEASE PLEASE PLEASE consider the ability for an admin to send out an email in advisor name option. That would…
4 votes -
allow admins to send emails on behalf of other reps
Allow admins to send broadcast emails on behalf of Reps. I regularly send out broadcast emails for the financial reps to their clients. In order to do it now I have to log in as the Rep.
4 votes -
When viewing an activity or workflow task, it would be extremely helpful if basic client contact information (such as name, email address, a
When viewing an activity or workflow task, it would be extremely helpful if basic client contact information (such as name, email address, and phone number) could be displayed directly within the activity or task screen. This would eliminate the need to exit the workflow or activity and separately access the client record just to retrieve basic information.
4 votes -
new contact record box identifying "assistant" for each household
In the Contact Details box. Currently there is a servicing advisor and writing advisor box to inform office of the lead advisor and the junior advisor. Most advisors in our office have several assistants and it would be great to be able to have a assigned "assistant" box where we could select which office assistant works with each household. SO it would be a dropdown of all our office assistants and we could select which of the 8 was on each contact/household.
Thanks,4 votes -
Priority activities
ACTIVITY TYPES MARKED AS PRIORITY SHOULD BE HIGHLIGHTED SOMEHOW ON THE HOMEPAGE.
4 votes -
Default 'Notify User' in a Note
Create a Preference to add a Default 'Notify User' setting. This would be limited to users in the same office & would make the process of notifying others of client contact more efficient.
4 votes -
Need ability to Notify team in comments
Not being able to notifiy a user when a task is complete, causes us to open yet another dialog box withing the clients portal causing a lot of unnecessary dialog boxes to filter through.
4 votes -
Disable birthday reminder and other contact reminders when termination date added
Would like the birthday reminder (and any other relevant contact reminders) be disabled once a termination date is entered.
4 votes -
membership
"Linked Contact" should be whatever in "Job Title" unless it's blank then "Employee".
4 votes -
Add client's name to a workflow on the calendar
I have an automated workflow for Client Reviews. When I activate the workflow it simply says Client Review on the calendar. When there are multiple reviews, you have to open each one to see the client you are working on.
4 votes -
Financials - Strategic Allocation
It would be great if we could create our own to match our companies risk tolerance scores
4 votes -
Move or Duplicate the Memberships placement in Redtail
Have "Memberships" in the "Know Your Client" section of Redtail AND on the main contact record page along with "Keywords & Tags, UDFs, Financials, Important Information, Misc Client info". It would be nice when looking at a contact record to easily see who they are in membership or relationship with.
4 votes
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